Great managers often make their best trades when the market hits an air pocket. Two weeks ago, Wayne Himelsein, one of my managers, told us he sold AMD. Last week he invested the proceeds in Take-Two Interactive. Even in the midst of a turbulent mark...

Last week, Wayne Himelsein, one of my managers, told us he sold AMD (in which he nearly doubled his money), to buy Align Technology, Broadridge Financial, Illumina, or Take-Two Interactive. AMD fell 13%, so selling was a good call. Now after completi...

Last month, Wayne Himelsein, one of my managers, told us why AMD was a better investment when he bought it at $16 in June than it was at $10 in April. Boy was he right. The stock has nearly doubled since he bought it. With AMD now over $30, is it sti...

​+1.424.652.9500

For Product Specific Information Contact:

Steven Greenblatt

+1.424.652.9520

Because of the stay-at-home order and related effects of COVID-19, Logica was unable to meet the original filing deadline for its ADV, and relied on the SEC CV-19 order to file by the extended deadline.